Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
How top ESG favourite Microsoft hopes to profit from social media.
Find out why Mark Hume, manager of the Black Rock Energy and Resources Income Trust, has made Vestas Wind Systems his fund's top renewable pick.
Top ESG Fund Managers' Favourite Global Shares
|FUND BEST IDEAS: GLOBAL SUSTAINABLE|
|Taiwan Semiconductor Manufacturing Co Ltd||4 (+1)|
|Thermo Fisher Scientific Inc||4 (-1)|
|Alphabet Inc A||3|
|Vestas Wind Systems A/S||3|
|Eli Lilly And Co||2|
|Mastercard Inc A||2|
|Roche Holding AG Dividend Right Cert.||2 (-1)|
|Royal Philips NV||2|
|Sandvik Ab||2 (NEW)|
|Taiwan Semiconductor Manufacturing Co Ltd ADR||2|
|Visa Inc Class A||2|
|AIA Group Ltd||1|
|American Water Works Co Inc||1 (-1)|
|Applied Materials Inc||1|
|ASML Holding NV||1|
|Bandwidth Inc Class A||1|
|Cadence Design Systems Inc||1 (NEW)|
|Charles Schwab Corp||1|
|Clean Harbors Inc||1 (NEW)|
|Delivery Hero SE||1|
|Fresenius Medical Care AG & Co. KGaA||1|
|Generac Holdings Inc||1|
|Infineon Technologies AG||1|
|IQVIA Holdings Inc||1|
|Koninklijke DSM NV||1 (NEW)|
|Kornit Digital Ltd||1 (NEW)|
|Lam Research Corp||1|
|London Stock Exchange Group PLC||1|
|MarketAxess Holdings Inc||1|
|McCormick & Co Inc Non-Voting||1|
|Nike Inc B||1|
|PayPal Holdings Inc||1|
|Roche Holding AG||1 (NEW)|
|Samsung SDI Co Ltd||1|
|Schneider Electric Se||1|
|Shopify Inc A||1|
|SoftBank Group Corp||1|
|Swiss Re AG||1|
|Trane Technologies Plc||1|
*based on top 5 holdings
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.